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  1. Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  2. Unmasked fields in PDF: the finalized PDF version of a doc to show the masked fields unmasked

    34 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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    David Falconbury commented  · 

    This is a must as the unmasked values need to be included on downloaded/printed documents.

    David Falconbury supported this idea  · 

  3. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    16 votes

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    Idea  ·  7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    David Falconbury commented  · 

    I would like to see an "Errors" tile added to the Dashboard to track documents that have delivery failures (i.e. invalid email addresses). This would provide a quick way for staff to see there was an issue and to resubmit documents after the email addresses are corrected.

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    David Falconbury commented  · 

    It would benefit us if documents that failed delivery could be identified in a separate Tile on the Dashboard. This would provide a quick way for staff to identify documents that need to be resubmitted and allow managers to track the documents as well.

    David Falconbury supported this idea  · 

  4. dates

    1 vote

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    David Falconbury shared this idea  · 

  5. [Bulk action] Ability to multiselect FIELDS to move, copy-paste, assign, delete

    291 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Early access  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Multi-selecting fields to move, assign or delete them is now available, while copying and pasting multiple fields is currently on early access - It will be available in one of our upcoming releases. We will be communicating it through our product newsletter, via an alert inside PandaDoc, and here in our idea portal.


    Please note that a separate idea for bulk actions for BLOCKS has been created. Up-vote bulk actions for blocks here.

    David Falconbury supported this idea  ·